See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,264 | $48,076-12.1% | $78,689-46.3% | $62,891-32.8% |
| Participation rate | 82.6% | 65.2%+17.4pp | 73.6%+9.0pp | 69.3%+13.3pp |
| Annual return | 0.49% | 31.35%-30.9pp | 62.18%-61.7pp | 20.14%-19.7pp |
| Employer contribution / active EE | $456 | $2,015-77.3% | $2,851-84.0% | $2,281-80.0% |
| Participant deferral / active EE | $3,440 | $2,588+32.9% | $3,517-2.2% | $3,203+7.4% |
| Admin fee / account holder | $203 | $3,207-93.7% | $4,510-95.5% | $4,296-95.3% |